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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,892 | $41,981-71.7% | $63,412-81.2% | $59,633-80.1% |
| Participation rate | 33.3% | 60.3%-26.9pp | 67.1%-33.8pp | 68.7%-35.3pp |
| Annual return | -2.04% | 13.04%-15.1pp | 4.04%-6.1pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $485 | $1,287-62.3% | $1,814-73.3% | $2,203-78.0% |
| Participant deferral / active EE | $1,291 | $2,002-35.5% | $2,496-48.3% | $3,192-59.6% |
| Admin fee / account holder | $402 | $3,509-88.5% | $3,753-89.3% | $4,297-90.6% |